WLCVX Mutual Fund

WLCVX Mutual Fund

NAV$25.84
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Returns Overview

1 Month
+5.59%
3 Months
+4.24%
6 Months
+12.33%
YTD
+18.68%
1 Year
+24.41%
3 Years (annualized)
+21.78%
5 Years (annualized)
+10.64%
10 Years (annualized)
+10.52%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLCVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Value Total Return Index(^RLVTR)
This Mutual Fund (YTD)
+18.68%
Peer Avg (YTD)
+12.44%
vs Peers
+6.24%

WLCVX Mutual Fund Performance

WLCVX performance across multiple time periods: 1-month 5.59%, YTD 18.68%, 1-year 24.41%, 3-year 21.78%, 5-year 10.64%, 10-year 10.52%.

WLCVX returns outperform the peer average of 12.44% YTD. With an expense ratio of 1.00%, investors should weigh costs against performance when evaluating this mutual fund.

WLCVX vs another fund shows side-by-side returns. WLCVX alternatives are available in the Mutual Fund Screener.